RE:RE:THE MATRIX OF RISK, REWARD, & TIMINGAnd thanks for your comments back here regarding the buyout potential. All worth considering.
Back to you, I really don't think NDA's have power over potential buyout attempts. That's too much power. Of course we don't know what we don't know. I would just be very surprised to see this, at all.
One thing that I DO agree with you on is the potential of the Canadian Government to possibly intervene. There is a very good/relevant/timely piece of news to this very topic, that I think could affect Nano.
CLICK HERE to read.
Now, this wouldn't stop a possible takeover attempt, which would certainly jack the share price phenomenally. And somewhat ironically, if the Government were to actually intervene, it would only highlight and boost the importance of Nano that it actually was deemed to be critical infrastructure. So however it plays out, there's certainly something for the short/medium term crowd, and the multi-year investors to celebrate.
If there is a takeover attempt, I think it would happen within the next 6 months. It's certainly is a fascinating time that Nano is going into. Lucrative for shareholders? The potential imho is absolutely there.
John5773 wrote: Thank you for your analysis. I agree that we have a potential unicorn, as many others have agreed. I’d like to address why a buyout is a lesser concern to me than what you outlined.
- Nano has several NDAs. We don’t know what the conditions are within the agreements. With the solid legal team that Nano has I’m betting that there are several long-term commitments within each NDA if certain conditions are met. Further, I also believe that some of these NDAs are with companies that are competitors. This would be a “poison pill” to a buyout by any one of them.
- Nano’s agreements, both known and unknown (NDAs), are with companies in the entire supply chain; miners, processors, recyclers, OEMs, etc. Their agreements could also act as a poison pill to a buyout.
- The Canadian government is heavily invested in Nano, not just financially, but also reputationally. If a buyout were proposed I believe the government could, and would, block it for a number of reasons, whether it would be national security, financial, or something similar.
- Dan has often spoken of “protecting shareholder value”. I think that this would be best protected by maintaining ownership over the foreseeable future.
I know that I’m speculating based upon several unknowns, but I believe my reasoning is sound. Thanks again for your post. Comments anyone?